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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,578,824 | $2,578,8240% | $2,578,8240% | $380,063+578.5% |
| Participation rate | 100.0% | 33.3%+66.7pp | 33.3%+66.7pp | 27.7%+72.3pp |
| Annual return | 19.75% | 1.23%+18.5pp | 1.41%+18.3pp | 15.59%+4.2pp |
| Employer contribution / active EE | $0 | $27,750-100.0% | $26,835-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $24,997 | $24,9970% | $24,9970% | $21,009+19.0% |